Garde Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Garde Capital’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Hold	8,334	–	–	0.01%	218
2026 Q1	$232K	Buy	+8,334	New	+$236K	0.01%	184
2019 Q1	–	Sell	-19,140	Closed	-$217K	–	150
2018 Q4	$217K	Sell	19,140 -19,011	-50%	-$234K	0.04%	152
2018 Q3	$477K	Sell	38,151 -14,580	-28%	-$189K	0.08%	119
2018 Q2	$656K	Buy	+52,731	New	+$656K	0.11%	94

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garde Capital's FNDX Position: Q2 2026 in Review

Garde Capital held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 8,334 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #218.

Garde Capital first reported a position in FNDX in Q2 2018 and has held it in 5 quarters since. The position peaked at $656K in Q2 2018. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Garde Capital held 8,334 shares of Schwab Fundamental US Large Company Index ETF worth $259K as of Q2 2026.
Garde Capital left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #218 holding.
Garde Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and has held it in 5 quarters since.
Garde Capital's Schwab Fundamental US Large Company Index ETF position peaked at $656K in Q2 2018.
834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.